VisionPoint Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-257
Closed -$22.3K 575
2024
Q2
$22.3K Hold
257
0.01% 374
2024
Q1
$23.1K Buy
257
+73
+40% +$6.55K 0.01% 368
2023
Q4
$15.6K Sell
184
-16,713
-99% -$1.42M 0.01% 377
2023
Q3
$1.28M Buy
+16,897
New +$1.28M 0.55% 54